In Level Three, we are actively involved in assisting you with the development of your strategic plan. We help you discover the unexploited profit potential that lies within your business. Our aim is to help you make your business even more profitable and therefore more valuable. This will involve us in many non-accounting aspects of your business including team training, market positioning, and helping you develop customer service strategies that lead to additional profits and more time off for the owners.
We work with you on a monthly basis and totally review your Operating Plan every quarter.
To grow your business for financial independence and peace of mind, select from the following Menu of Services:
34. Detailed personal financial analysis & planning consultation, based on the client completing a Personal Financial Planning questionnaire & providing analysis of income and spending.
35. Set up detailed Key Performance Indicators & Financial & Operational Reporting Routines for client personnel to prepare. Such items will be designed to monitor the key activities that lead to profitability and less reliance on owner daily input.
36. Prepare a limited "calculation" of estimated business value using comparable company sales.
37. Assist in obtaining an independent, third party valuation report to document actual company value.
38. Assist with a complete analysis of the Strengths, Weaknesses, Opportunities & Threats for your business using our 48 page "Business Development Questionnaire". Client agrees to work to complete the questionnaire and all required preliminary papers.
39. Lead management team through The Business Development Program, a nine stage, 12 to 24 month process designed to increase company profits and entity value by systematically assessing customer service levels, developing operating plans, systemitizing main processes, training your personnel in client service concepts, phone handling procedures, problem-solving skills, letter-writing, and overall management development.
For help solving common business & financial problems, see the next level, One Time Projects.
